Grow your wealth with a property debt fund
10% TARGET RETURN PER ANNUM*
Offering consistent high yielding passive income to investors through a diversified loan portfolio secured over Australian property
Consistent passive income
Investors enjoy high-yielding returns with the Capstone Income Fund. The Fund provides investors consistent passive income with target returns of 10% per annum*, paid monthly.
Property-backed investments
Capstone Income Fund gives investors the opportunity to profit from diversified debt investments in the Australian property market, getting exposure to property market returns with a lower risk profile. All investments are backed by Australian property.
Strong investor protections
Strong risk management protocols are in place, and investments are backed by Australian property assets. Management is invested alongside and operates as “first loss” to investors’ target return, a unique protection to investors' capital and returns.
About Capstone
Capstone Income Fund is a property debt fund with a diversified portfolio of flexible registered loans over liquid Australian property assets. Capstone Income Fund offers secure, competitive risk-adjusted returns that gives investors opportunity to benefit from diversified investments in the Australian property market. The Fund is managed by an experienced management team and focuses on a high-quality portfolio of loans that is diversified, liquid and adhere to strict loan criteria. It provides a 10% p.a. target return* to investors, offering stable competitive regular income backed by real assets.
Key Fund Attributes
Fund Type
Real estate debt fund
(operating as a Managed Investment Scheme under an AFSL)
Redemption
No lock up period, redemption at any time subject to availability
Minimum Investment
$100,000
Management Fees
Nil
Eligibility
Wholesale investors only**
Portfolio Loan to Value Ratio
<60%
Distribution Frequency
Monthly
Use of Funds
Australian real estate debt assets only
“Investing is not about luck, it is about strategy and knowledge.”
Peter Lynch
Disclaimer
MacDonald Capital Pty Ltd ACN 642 520 474 (MacDonald Capital) is a corporate authorised representative (CAR) (CAR Number 1292288) of Boutique Capital Pty Ltd ACN 621 697 621 (Boutique Capital) AFSL 508011.
Any information or advice is general advice only and has been prepared by MacDonald Capital for individuals identified as wholesale investors for the purposes of providing a financial product or financial service, under Section 761G or Section 761GA of the Corporations Act 2001 (Cth). Any information or advice given does not take into account your particular objectives, financial situation or needs and before acting on the advice, you should consider the appropriateness of the advice, having regard to your objectives, financial situation and needs. If any advice relates to the acquisition, or possible acquisition, of a particular financial product you should read any relevant Product Disclosure Statement or like instrument and consult your own professional advisers about legal, tax, financial or other matters relevant to the suitability of this information.
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Any investment(s) summarised are subject to known and unknown risks, some of which are beyond the control of MacDonald Capital and their directors, employees, advisers or agents. MacDonald Capital does not guarantee any particular rate of return or the performance, nor does MacDonald Capital and its directors personally guarantee the repayment of capital or any particular tax treatment. Past performance is not indicative of future performance.
All investments carry some level of risk, and there is typically a direct relationship between risk and return. We describe what steps we take to mitigate risk (where possible) in the investment documentation, which must be read prior to investing. It is important to note that risk cannot be mitigated completely.
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* Returns are a target of the Fund and not guaranteed.
** As defined under section 761G of the Corporations Act requiring investors to either invest $500,000 or demonstrate net assets of at least $2.5m (including family home) or have had a income of over $250,000 over previous two years
